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How to send personalized payment links to multiple contacts?

Overview

This document covers how you can send payment links to your contacts with their details, like name, email, and phone number, already filled in. This enables a good customer experience and helps the sender improve conversions.

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What can you do while creating the payment link?

  1. Business users now have the capability to choose multiple contacts and directly send out personalized payment links to the contact via email and SMS from the editor by clicking on the copy/send button in the top right.

  2. Business users can configure their own email and SMS templates to send, or use the default template provided.

  3. Along with this, the business user also has the option to copy the standard link or choose a contact from the dropdown and get a personalized payment link for the contact.

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What will the receiver of the link see?

  1. Once the user (receiver) opens up the payment link sent using the above template, they will see all their data, such as name, email, and phone number, already filled in, creating a personalized payment experience.

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How to Use it?

  1. Go to Payments Tab -> Payment Links -> Edit

  2. In the top right corner, you’ll see a Copy / Send button (available on saved links or after saving a new link).

Note: The user needs to save a payment link first for this feature to be available; it is also available for already saved links.

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Limitations for personalized payment links

  1. You can send personalized payment links to a maximum of 50 contacts in bulk at one time.

  2. Personalized links will only be sent to contacts with a valid email ID and valid phone number associated with them.

  3. The payment links won’t be sent to contacts if they have DND enabled

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